+108.2%
HAL vs IWD
+728.9%
-620.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | -12.0% | -0.5% | -11.5% | -11.6% |
| 30D | +0.3% | +2.7% | -2.4% | -3.6% |
| 3M | -1.6% | +0.9% | -2.5% | -3.3% |
| 6M | -20.5% | +10.5% | -31.0% | -31.5% |
| YTD | +14.2% | +23.7% | -9.5% | -16.3% |
| 1Y | +18.9% | +28.7% | -9.9% | -17.6% |
| 3Y | -13.7% | +79.7% | -93.4% | -61.9% |
| 5Y | +42.2% | +69.7% | -27.5% | -30.9% |
| 10Y | -16.7% | +211.4% | -228.1% | -78.4% |
| All | +108.2% | +728.9% | -620.7% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling